Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.696 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 51794.71 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48595.65 Kr¶
PnL: ---------------------------------------> -491.92 Kr¶
DD now: ---------------------------------> -0.288 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-02-01 15:11:23.335814'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | -1.100000 | 3385.800000 | 205.800000 | 6.470000 | 3180.000006 |
| HMS Networks | 2 | 4.110000 | 810.400000 | 137.400000 | 20.420000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.920000 | 3564.100000 | 110.100000 | 3.190000 | 3453.999992 |
| SAAB B | 8 | 1.500000 | 3468.000000 | 91.000000 | 2.690000 | 3377.000000 |
| HEBA B | 70 | 1.960000 | 2726.500000 | 90.500000 | 3.430000 | 2636.000010 |
| Fasadgruppen Group | 38 | 0.910000 | 4202.800000 | 61.800000 | 1.490000 | 4140.999992 |
| Swedbank A | 3 | 2.690000 | 617.400000 | 53.400000 | 9.470000 | 564.000000 |
| Resurs Holding | 22 | 1.220000 | 618.860000 | 44.860000 | 7.820000 | 573.999998 |
| MedCap | 2 | -0.860000 | 459.000000 | 38.000000 | 9.030000 | 421.000000 |
| AcadeMedia | 12 | 0.570000 | 594.720000 | 37.720000 | 6.770000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | 2.790000 | 390.500000 | 35.500000 | 10.000000 | 355.000000 |
| Norva24 Group | 16 | -0.440000 | 573.440000 | 30.440000 | 5.610000 | 543.000000 |
| OEM International B | 7 | 1.810000 | 552.300000 | 24.300000 | 4.600000 | 527.999997 |
| Intrum | 4 | 2.110000 | 550.800000 | 23.800000 | 4.520000 | 527.000000 |
| Securitas B | 6 | 2.180000 | 584.520000 | 14.520000 | 2.550000 | 570.000000 |
| Boozt | 12 | 2.210000 | 1666.800000 | 12.800000 | 0.770000 | 1653.999996 |
| Eastnine | 4 | 0.480000 | 503.200000 | 12.200000 | 2.480000 | 491.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 572.250000 | 10.250000 | 1.820000 | 562.000005 |
| Coor Service Management Hold. | 8 | 1.350000 | 541.200000 | 9.200000 | 1.730000 | 532.000000 |
| Karnov Group | 9 | 0.000000 | 540.000000 | 4.000000 | 0.750000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.190000 | 247.680000 | 1.680000 | 0.680000 | 246.000000 |
| Creaspac SPAC | 6 | -0.310000 | 577.200000 | 0.200000 | 0.030000 | 577.000002 |
| Handelsbanken A | 5 | 0.300000 | 545.900000 | -0.100000 | -0.020000 | 546.000000 |
| Corem Property Group B | 59 | 2.150000 | 575.840000 | -1.160000 | -0.200000 | 576.999999 |
| Midsona B | 63 | 0.220000 | 576.450000 | -6.550000 | -1.120000 | 582.999984 |
| Sampo Oyj SDB | 7 | 0.460000 | 3839.500000 | -10.500000 | -0.270000 | 3850.000000 |
| CTEK | 13 | 2.260000 | 511.160000 | -22.840000 | -4.280000 | 533.999999 |
| International Petroleum Corp. | 5 | -0.090000 | 562.000000 | -32.570000 | -5.480000 | 594.565215 |
| Essity B | 2 | -1.470000 | 537.400000 | -36.600000 | -6.380000 | 574.000000 |
| Vivesto | 1368 | -0.100000 | 560.330000 | -52.670000 | -8.590000 | 612.999432 |
| Essity A | 4 | -1.280000 | 1078.000000 | -71.000000 | -6.180000 | 1149.000000 |
| Beijer Electronics Group | 27 | -1.260000 | 2964.600000 | -119.400000 | -3.870000 | 3083.999994 |
| OX2 | 22 | 4.540000 | 1850.200000 | -138.800000 | -6.980000 | 1989.000002 |
| Axfood | 15 | -3.160000 | 3906.000000 | -394.000000 | -9.160000 | 4300.000005 |
| Ovzon | 64 | -1.690000 | 3340.800000 | -655.200000 | -16.400000 | 3996.000000 |
| TOTAL | 48595.650000 | -491.920000 | -0.28814% | 49087.564636 |
Updated:¶
'2023-02-01 15:11:36.133084'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
